MFA Wealth Services - Portfolio Stock Holdings
MFA Wealth Services disclosed 136 stock positions in a recent SEC 13F filing. $167,435,140 of stock holdings were filed, with the largest holdings including IVV, QGRO, and IQLT. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $293,076,230 and has 3 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.
Report Period:
June 30, 2026No. of Stocks:
136Est. Stock Holding Value:
$167,435,140Top Stock Holdings By Sector
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Portfolio Stock Holdings - MFA Wealth Services
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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Change (Shares)
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Change (USD)
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% Change
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